Banker Analyst - Commercial & Specialized Industries - Analyst

Testing Site - JPMC; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan in San Francisco seeks a Commercial & Specialized Industries Banking/Treasury Analyst to learn and contribute across banking, treasury, and credit analysis.

You will support bankers and treasury officers, develop financial models, assist in credit memos, and prepare client materials as part of a rotational program designed to broaden client-facing skills in financial services.

Qualifications

• Minimum GPA 3.2 required.
• Superior analytical, leadership, interpersonal and written/verbal communication skills.
• Keen attention to detail and creative mindset.
• Proven ability to multi-task and meet deadlines in a fast-paced environment.
• Exhibit sound judgement, agility, and the ability to work as a team player.

Responsibilities

• Work on financial models to support financing transactions
• Assist in the completion of credit approval memos
• Prepare marketing materials for client meetings (financing alternatives, working capital optimization, industry analysis)
• Learn how to identify treasury product solutions to benefit clients’ long-term planning
• Develop understanding of the full breadth of J.P. Morgan products and service offerings
• Conduct client and prospect research to support business development effort

Skills

Analytical ability

Leadership

Interpersonal skills

Written and verbal communication

Attention to detail

Multi-tasking

Team player

Education

BA/BS in Business, Finance & Accounting

Job description

You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you.

Asan Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analystin the hybrid banking/treasury rotationyou are responsible for supporting Bankers,and Treasury officers through business development, deal execution and client management.

The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, andcredit analysis with client-facing work, as well as extensions of these functions through strategic project work and more.Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.

Job Responsibilities

• Work on financial models to support financing transactions
• Assist in the completion of credit approval memos
• Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
• Learn how to identify treasury product solutions to benefit clients’ long-term planning
• Develop an understanding of the full breadth of J.P. Morgan products and service offerings
• Conduct client and prospect research to support business development effort

Required Qualifications, Capabilities and Skills

• Minimum GPA 3.2 required
• Superior analytical, leadership, interpersonal and written/verbal communication skills
• Keen attention to detail and creative mindset
• Proven ability to multi-task and meet deadlines in a fast-paced environment
• Exhibit sound judgement, agility, and the ability to work as a team player

Preferred Qualifications, Capabilities and Skills

• 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
• Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
• Some exposure to credit fundamentals and/or previous client exposure is a plus
• Knowledge of the market dynamics and its business environment preferred